Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Educational Seminars

Taxes in Retirement

Attend this seminar and learn about:

• The changing rules for a retiring generation of baby boomers
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• Strategies to help protect yourself against the taxation of your Social Security income
• Understand the official new tax reform rules and their impact on your retirement

March 7
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
May 9
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618

Estate Planning

Attend this seminar and learn about:

• Laws impacting your legacy planning
• Tools of estate planning
• Protecting your retirement savings

March 13
Estate Planning
6:30 pm | Oldsmar Public Library
400 St Petersburg Dr E, Oldsmar, 34677
April 9
Estate Planning
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618

Social Security

No upcoming events.

Wine & Wisdom

Join us for the complete Mosaic Experience! Wine & Wisdom is a quarterly event where we come together with our clients and friends to show our gratitude for the opportunity to serve them. This exclusive event always takes place at a prime Tampa location, and includes a brief educational presentation from our Advisors and Co-Founders, a delicious meal and surprise entertainment. Wine & Wisdom is a chance for our clients to mingle, learn about current market trends and- most importantly- have fun!

No upcoming events.

Previous Events

Davis Islands Garden Club, dueling piano show

J.C. Newman cigar Factory

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 813.502.1228.